Medium

Available on

Apple Android Windows

Sales Client / Prospect Contact Log Mobile App

Every sales person should use the Prospective Customer Management Log mobile app on their iPhone, iPad, or Android Device to document all customer interactions with prospective clients.

Using this simple tool will help you create a customer relationship with new customers, as well as existing customers. The mobile app is perfect for sales representatives in financial services, real estate, and the pharmaceutical industry.

You can also rest assured that all the information you enter will be available on the GoCanvas Cloud whenever you need it. You can also print the information as a PDF. These features help ensure quality customer experiences as you and other sales representatives build a customer base.

GoCanvas has all the pledge collection templates you've been searching for.

  • Lendlease
  • The Cooperative
  • PG&E
  • oxy
  • Red Bull
  • Mirvac

Want to learn more about GoCanvas?

Request a Demo

Take a peek inside the Sales Client / Prospect Contact Log Mobile App

Included Features

Our App Builder gives you the power to easily add and remove the ones you want. {{controller.show_all ? 'See included features.' : 'See more features.'}}

  • {{data.title}}

Included Fields

Customize to add, remove, or edit any of the fields below.

  • Ico textbox

    Sales Representative

  • Ico textbox

    Company

  • Ico textbox

    Contact(s)

  • Ico multiline

    Address

  • Ico textbox

    Phone

  • Ico multiline

    Comments

  • Ico textbox

    Next Call/Contact

  • Ico textbox

    Sale

  • Ico date

    Date

  • ...and More!

Related Professional Services Apps... and they're all free for GoCanvas subscribers!

App Name

HVAC - Customer Satisfaction Survey

The HVAC - Customer Satisfaction Survey mobile app is a basic customer satisfaction survey that is tailored for the <a hre...

App Name

HVAC Work/Service Form with Mobile Pa...

This is a mobile app HVAC service invoice that can easily be tailored or customized for your HVAC service business. This m...

App Name

Credit Card Application

This mobile application provides a credit card application used by a HVAC company - for their clients to sign up for a VIS...

App Name

Roost.COM (Real Estate Survey)

The Roost.COM (Real Estate Survey) mobile app is a helpful tool for real estate agents who want to gauge potential buyers ...

App Name

Volunteer Sign-Up Sheet

The Volunteer Sign-Up Sheet Mobile App records basic information about volunteers for any organization or movement. This i...

App Name

Pledge Collection

The Pledge Collection mobile app makes it easy to keep donation pledge collections organized without the need for paper lo...

App Name

Experian Credit Report

A sample credit report form used by customers of Experian who are looking for their personal credit report.

App Name

Diabetes Tracking Log (once a day ver...

If you are living with diabetes, you know that diabetes management is an everyday task. Diabetes management is comprised o...

More Information


Related Blog Posts